Categories
Categories are used to sort Requirements into broader classifications. Some examples of a Category can include:
- Induction (eg, Safety, Cultural, Fire)
- Professional Development (eg. Qualifications, Internal or External Courses)
- Occupational Health & Safety
- Customer Service
- Policies & Procedures
- Health Care
- General
Some Requirements might sit in multiple Categories. For example, a Safety Induction could be categorised as "Induction" as well as "Occupational Health and Safety".
To view the list of Categories:
First navigate to the correct page from the Requirements drop-down list.
To create a new Category:
Use the add button to create a new Category.
To deactivate a Category:
You can deactivate a Category by selecting the edit icon shown below, then changing the status to inactive. You can also do this using the edit button from the individual Category's page. Once it is inactive, it will be hidden from the main list, but can be found by filtering the results using the more* button. Deactivating is reversible; you can use the edit icon again to restore it to active.
To permanently delete a Category (admin only):
To delete a Category, it must first be made inactive. You can use the more* button to filter results to inactive or any, then use the bin icon to permanently delete the Category. This is not reversible.
Categories and Requirements:
A Category will need to be chosen each time you create a new Requirement.
**Once a requirement has been created, Categories can be added or removed using the Category tab on the individual Requirement page. Requirements must have at least one Category at all times. 
*The three options of the more icon are:
- Active: This will only show active Categories
- Inactive: This will only show inactive Categories
- Any: This will show all Categories, active and inactive.
